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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,258 | $76,407-98.4% | $150,298-99.2% | $82,448-98.5% |
| Participation rate | 53.2% | 66.4%-13.2pp | 77.8%-24.5pp | 68.1%-14.8pp |
| Annual return | 58.19% | 39.99%+18.2pp | 62.79%-4.6pp | 41.64%+16.6pp |
| Employer contribution / active EE | $7 | $2,614-99.7% | $4,154-99.8% | $2,551-99.7% |
| Participant deferral / active EE | $885 | $3,214-72.5% | $5,453-83.8% | $4,139-78.6% |
| Admin fee / account holder | $12 | $6,352-99.8% | $14,116-99.9% | $7,234-99.8% |